Description This is a visit summary report, with each date of service on a separate page. It contains financial info such as copays and balances due from both patients and insurance, as well as billing information such as procedures, diagnosis, units, and billed amounts. Providers can print the report to review the visit information and […]
Category: Report Central
Report Central constitutes collection of reports to assist in the medical billing RCM workflow management. These are pre-defined individual reports with unique features and differences that help to analyze, evaluate and manage the practice (accounts).
A. Scheduler
B. Superbill
C. Patient
D. Aging
E. Listing
F. Security
G. Claims and Denials
H. Dashboard
I. Charges and Payments
J. Financials
K. Clinical
B4. Pre- Billing Charges Report
Description Like the Superbill Activity Report, this report can be printed for providers to document the visit summary and the procedures and diagnosis code to send to billing. Search Filters of B4 Report Field Description Appt. Date From/To Provide start and end dates, or select an appropriate date range from the drop-down. Legal Entity Search […]
B5. Authorization Tracking Report
Description This report lists the authorizations with their remaining visit counts and their expiration dates. Significance The report provides payer-wise authorizations received by each patient in the given date range. Search Filters of B5 Report Field Description Valid Auth From/To Provide authorization valid from and to dates, or select an appropriate value from the drop-down. […]
B6. Appointments – Charges Reconciliation Report
Description Like the superbill tally report, this is a reconciliation report that captures whether the charges are posted and billed for the appointments. This report helps reconcile bills that cross over from an external EMR system. Significance The B6 Report has three outputs: two Excel outputs and one PDF. The first Excel output and the […]
C1. New Recall Report
Description This report lists all patient recalls and alerts added to the system. Significance For every patient for whom recalls are created, the report highlights the recall details like the initiation date, due date, created user, assigned to, reminder status, review date, reviewed by, etc., along with the patient details. Patient communication information is also […]
C3. Patient Statement Summary Report
Description The C3 report lists all historical statements, precollections, collections files, and letters with their generated date and balance, and has the option to preview the statement and regenerate it to CSV or PDF file. Significance 1. C3 report can be used to regenerate the statements. Check the box and click either “Generate CSV” or […]
C4. Generate Patient Pre-Collection Letter
Description C4 report lists patients to either generate a pre-collection CSV or a letter. Once generated, the line sub status changes to “precollection”. Significance 1. Filters in the C4 are similar to what you have in the patient statement generation screen (C2 report). 2. For every patient for whom a pre-collection letter or file is […]
C5. Print Patient Label Report
Description The C5 report can be used for printing patient labels containing insurance and subscriber information. Significance It can be used to generate labels for all patients within the specified DOS range in one go. Search Filters for the C5 Report Field Description DOS Provide the DOS Range Provider To print labels for all patients […]
C6. Patient Details Report
Description This is a Patient demographics report containing the patient’s insurance and other pertinent information. The report can also be used for filtering patients that have the statement exclusion flag. Additionally, a merge CSV export is available within the generated data to list all patient accounts that were merged. In short, A. This report can […]
C7. Patient Charges / Payments History Report
Description C7 is an itemized statement of a patient containing transaction activities, viz. charge, payment, and adjustments, grouped by date of service and displaying the balance for each date of service/encounter. Significance The insurance aging and patient aging details of the patient are displayed at the bottom. Search Filters of the C7 report Field Description […]